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CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

Wescom Financial Services And CUSO Financial Announce Continued Partnership

Wescom Financial Services, serving more than $4 billion in assets and 200,000 members, has renewed a multi-year contract with CUSO Financial Services.

Feb. 25, 2020

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Services And Sorrento Pacific Financial Add Tami Cain To Leadership Team

CUSO Financial Services and Sorrento Pacific Financial have added Tami Cain as Executive Director, Business Development.

Nov. 14, 2019

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Services Now Manages The Investment Program At EECU Federal Credit Union

CUSO Financial Services announced that it's been engaged by four Texas-based credit unions to manage their investment programs including $2.34B EECU.

June 3, 2019

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Services Contracts To Manage Investment Program For Colorado’s Air Academy Federal Credit Union

Air Academy Federal Credit Union in Colorado has engaged CUSO Financial Services, L.P. (“CFS”) to manage and run its investment program.

April 23, 2019

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CFS And SPF Announce Live, Educational Webinar For Banks And Credit Unions On How To Tier Service Levels For Investment Programs To Address Client Needs

CFS/SPF are offering a free webinar for bank and credit union executives on Tiering Delivery and Service Levels to Meet Market Needs on Nov. 15, 2018.

Nov. 1, 2018

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CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

Karen Goldstein Joins CFS And SPF As VP Of Practice Management And Training, Enhancing Financial Advisor Experience At Leading Broker-Dealer

Broker dealer CUSO Financial Services has added Karen Goldstein as vice president of practice management and training.

Sept. 26, 2018

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

Financial Services Continues Growth With Customized Investment Program Options For New Clients Across The U.S.

CFS adds seven credit unions across the U.S. to its growing roster of investment programs

Aug. 28, 2018

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CFS And SPF Annual Conference Showcases Technology, Investment Business Strategies, And More To Meet Demands Of The Future

CFS and SPF will hold their 2018 CFS/SPF Annual Conference August 6 – 9, 2018 at the Manchester Grand Hyatt San Diego.

Aug. 1, 2018

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

Polish National Credit Union Works with CUSO Financial Services to Develop Investment Program for Members

CFS announces it is working with Polish National Credit Union of Chicopee, Mass. to develop a start-up investment program for its members

April 25, 2018

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Services and Sorrento Pacific Financial, Working with Parent Company Atria Wealth Solutions, Plan Multimillion Dollar Upgrades to Technology Platform

CFS and SPF are working to make significant enhancements to their award-winning dataVISION® financial advisor platform

April 18, 2018

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